Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGRBX (Oppenheimer Gbl Alloc Fd Cl B) | NA | 2.95% | 3.39% | 5.70% | 4.44% | 3.98% | 4.41% | … | … |
Data as of 06/22/2018, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGRBX (Oppenheimer Gbl Alloc Fd Cl B) | 09/29/1993 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.95 | 3.39 | 5.70 | 4.44 | 3.98 | 4.41 | … | … | -0.42 | 13.92 | 3.99 | -0.44 | -0.65 | 16.83 | 9.22 | -8.55 | 12.68 | 31.58 | -32.11 | -4.69 | 9.80 | 1.97 | 9.39 | 29.53 | -20.41 | 2.56 | 7.22 | 10.51 | 27.62 | 30.29 | 6.57 | 22.01 | -3.76 | -10.03 |
| Sharpe Ratio | NA | 0.27 | 0.38 | 0.68 | 0.28 | NA | NA | … | … | -0.22 | 3.01 | 0.47 | -0.05 | -0.09 | 2.24 | 1.02 | -0.52 | 0.96 | 1.26 | -1.12 | -0.62 | 0.70 | -0.02 | 0.95 | 2.24 | -1.00 | 0.02 | 0.24 | 0.62 | 1.89 | -1.87 | 0.21 | 2.04 | -0.80 | -1.13 |
| Standard Deviation(%) | NA | 7.28 | 7.70 | 7.54 | 14.86 | NA | NA | … | … | 9.45 | 4.43 | 8.09 | 8.61 | 7.38 | 7.50 | 9.03 | 16.43 | 13.10 | 25.05 | 29.52 | 12.54 | 9.33 | 8.62 | 8.85 | 12.87 | 21.43 | 11.18 | 13.08 | 11.75 | 12.82 | 13.27 | 14.78 | 8.92 | 8.45 | 31.49 |
| Draw Down(%) | NA | 7.07 | 12.12 | 12.35 | 38.93 | NA | NA | … | … | 7.07 | 1.74 | 6.21 | 9.56 | 6.44 | 6.62 | 8.90 | 16.11 | 11.49 | 23.15 | 43.27 | 13.64 | 8.45 | 7.42 | 6.72 | 11.78 | 34.34 | 12.40 | 9.38 | 10.09 | 12.29 | 9.82 | 12.26 | 6.45 | 9.45 | 14.98 |
| Yield(%) | 0.00 | 0.00 | 1.19 | 1.31 | 1.22 | 2.49 | 3.33 | … | … | 0.00 | 0.00 | 2.97 | 1.13 | 0.66 | 1.56 | 0.39 | 2.24 | 0.82 | 0.41 | 1.14 | 12.43 | 4.28 | 3.59 | 0.00 | 0.26 | 0.68 | 3.56 | 4.29 | 4.00 | 15.83 | 16.41 | 1.52 | 2.10 | 2.41 | 1.54 |
Data as of 06/22/2018, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRBX (Oppenheimer Gbl Alloc Fd Cl B) |
-14.76%
Feb 2006 – Feb 2009 |
-8.04%
Feb 2004 – Feb 2009 |
-1.77%
Feb 1999 – Feb 2009 |
1.85%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRBX (Oppenheimer Gbl Alloc Fd Cl B) |
23.70%
Jul 1996 – Jul 1999 |
19.03%
Dec 1994 – Dec 1999 |
11.47%
Dec 1994 – Dec 2004 |
7.17%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart